山雨欲来风满楼，日企紧张了

Group 1 - Japanese companies reliant on Chinese consumers and tourists are preparing for potential challenges due to deteriorating Sino-Japanese relations, with tourism, retail, and entertainment sectors expected to be most affected [1][3] - Following diplomatic tensions, Japanese stocks related to tourism and retail experienced significant sell-offs, with notable declines in companies such as Mitsukoshi Isetan (down 11.31%) and Takashimaya (down 6.18%) [1][3] - The number of Chinese tourists visiting Japan from January to September reached approximately 7.49 million, a year-on-year increase of over 40%, making them the largest group of foreign visitors [3][5] Group 2 - Chinese tourists accounted for 27.7% of total foreign tourist spending in Japan from July to September, amounting to 590.1 billion yen, a 26.1% increase from the previous year [5] - The impact of declining Chinese tourist numbers could lead to significant economic losses for Japan, with estimates suggesting a potential loss of 2.2 trillion yen and a GDP decrease of 0.36% [7][8] - The Japanese tourism sector is facing uncertainty, with reports of cancellations for group tours and a notable decrease in ticket bookings for flights to Japan [5][8]